Our higher net worth clients fully expect that we will help keep them a step ahead. We do this by scheduling portfolio review and planning meetings every six months, more often as our clients’ life circumstances demand. Only then can we provide the timely and impartial advice they require to meet their changing needs and aspirations.
Kilburn Ogilvie Waymann Investment Management Ltd. (KOWIM) is an independently owned, provincially regulated discretionary portfolio manager with offices in BC and Ontario.